Woodland Hills, CA Office
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Integrated Wealth Concepts LLC
Enterprise
Firm-wide stats for Integrated Wealth Concepts LLC
About
Integrated serves individuals, high‑net‑worth clients, families, trusts, estates, businesses and retirement plans through a network of independent financial advisors who operate under firm d/b/a names. It offers discretionary investment management, financial planning and consulting, family office and retirement plan advisory services, and sponsors wrap-fee programs including the firm’s Integrated Models.
The firm constructs customized portfolios primarily using mutual funds, ETFs, individual equities and fixed income, and typically employs a long‑term approach while implementing shorter-term trades for rebalancing or cash needs. Integrated implements strategies through its internal management and by recommending or overseeing third‑party asset managers and sub‑advisers, and its policies specify that assets remain custodied with third‑party custodians (with Integrated not holding client custody except for fee deductions or standing transfer authorizations).
Compared with many large enterprises, Integrated combines an enterprise operating scale (over $23.5 billion in AUM and hundreds of advisors) with a menu of model and wrap options it directly sponsors — including a Custom Series managed by the firm and model minimums ranging from a $2,500 Socially Aware (SAMS) sleeve up to $1,000,000 for Custom accounts. The brochure also discloses several notable operational practices: a formal AI policy governing limited use of AI tools with human review, an explicit framework for advising on cryptocurrency exposure (via ETFs, separate managers or private funds), and a family office service set that covers lifestyle, philanthropy and governance.
Based on Integrated Wealth Concepts LLC
Expertise
Based on Integrated Wealth Concepts LLC
Location
21600 Oxnard Street, Suite 2000
Woodland Hills CA 91367
Advisors at this office
4
Advisors at this office
Jackleen S
Woodland Hills, CA
Integrated Wealth Concepts LLC
Jackleen Sawiris is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. She also owns and operates Duffy Kruspodin LLP, a tax preparation and accounting firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a primarily long-term investment approach.
David C
Woodland Hills, CA
Integrated Wealth Concepts LLC
David Cox is a financial advisor at Integrated Wealth Concepts LLC with one year of experience at the firm and a background as a partner at Duffy Kruspodin LLP, a CPA firm where he has worked since 2012. His professional credentials include both financial advisory and accounting expertise. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term investment approach and oversight of third-party asset managers.
Donna F
Woodland Hills, CA
Integrated Wealth Concepts LLC
Donna Feder is a financial advisor with Integrated Wealth Concepts LLC, holding one year of industry experience. She is also a partner at Duffy Kruspodin LLP, a CPA firm where she has worked since 2007. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.
Yelena P
Woodland Hills, CA
Integrated Wealth Concepts LLC
Yelena Papiryan is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She is also a partner at Duffy Kruspodin, LLC, a CPA firm where she has worked since 2014. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios with a long-term investment approach alongside shorter-term adjustments.
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